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Amalgamated Financial’s H&R Block HRB Stock Holding History

Amalgamated Financial’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3.18M Buy
+122,047
New +$2.96M 0.03% 710

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amalgamated Financial's HRB Position: Q1 2022 in Review

Amalgamated Financial opened a new position in H&R Block (HRB) in Q1 2022: 122,047 shares worth $3.18M. The stake represents 0.03% of the portfolio and ranks #710 among its holdings.

386 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

  • Amalgamated Financial held 122,047 shares of H&R Block worth $3.18M as of Q1 2022.
  • H&R Block was a new Amalgamated Financial position in Q1 2022.
  • H&R Block made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #710 holding.
  • 386 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.